Goodwin Investment Advisory Portfolio Holdings

Goodwin Investment Advisory has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $86.6 Million distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Blue Chi with a value of $45.2M, Fidelity Merrimack Str Tr Tota with a value of $11M, Fidelity Covington Tr Value Fa with a value of $5.04M, Ishares Trust Ishares Esg Awar with a value of $4.8M, and Vanguard Index Fds S&P 500 ETF with a value of $2.92M.

Examining the 13F form we can see an increase of $22.2M in the current position value, from $64.4M to 86.6M.

Goodwin Investment Advisory is based out at Woodstock, GA

Below you can find more details about Goodwin Investment Advisory portfolio as well as his latest detailed transactions.